Navigation Pane
The navigation to each Work Area has changed from a horizontal bar of work area tiles below the
Command Bar to a stationary vertical pane on the left side of the screen.
This reduces having to open and close the sitemap, as the pane remains
stationary on the screen.
You cannot expand the width of the vertical Navigation Pane, but you can
collapse it by selecting the in the upper left hand corner of the pane.
By default, UX 365 opens to the My Work
work area. You can change the Work Area by
selecting the Change Area icon at the
bottom of the vertical Navigation Pane.
Navigation to Accounts, Contacts, Invoices,
Invoice Details, Leads, Opportunities, Reports,
and Easy Print reports is only available in My
Work.
Navigation to area-specific dashboards are
available in each corresponding UX Work
Area.
UX Work Areas include:
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My Work
Renewal
Member Groups
Meetings
Product Sales
Exhibits
Advertisement
Education
Fundraising
Financial Manager
Settings
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